Tutorial 48: my museum collections kit
November 26, 2025
I was on the road for most of August, September, and October, and in particular I made a ton of museum collections visits. When I visit a museum collection, I bring a specific set of gear that helps me get the photos, notes, and measurements that I want. All of this is YMMV — I’m not trying to predict what will work best for you, but to explain what has worked for me, and why. I’m reasonably happy with my current setup, but even after 28 years of museum visits, I’m still finding ways to improve it. Hence this post, which will hopefully serve as a vehicle for sharing tips and tricks.
A word about my program when I visit a collection, because not everyone needs or wants to do things my way. The closest museums with extensive sauropod collections are states away from where I live and work. If I’m in those collections at all, I’m traveling, and therefore on the clock. Time in collections is a zero-sum game: if I have the time to take 20 pages of notes, that could be 4 pages of notes of each of 5 specimens, 2 pages on 10, 1 page on 20, half a page on 40, etc. In practice, I usually make expansive notes early in the visit, one or two spreads per specimen with detailed sketches and exhaustive measurements of the most publication-worthy elements. I grade toward brevity over the course of the visit, and end with a mad desperate rush, throwing in crude sketches and rudimentary notes on as many newly-discovered (by me) specimens as possible. My collections visits are Discovery Time and Gathering Time, trying to get all the measurements and photographs I’ll want for the next year, or five, or forever. And, to the extent that I can suppress them, not Analysis Time or Graphing Time or Writing Time — I can do those things after hours and in my office back home, IF and only if I’ve spent my collections time efficiently gathering all the information I’ll need later.
The very first thing I do in any collection is a walking survey, to make sure I know roughly what specimens the collection contains and where to find them. For a sufficiently large collection — or even a single cabinet with 10 drawers of good stuff — I may draw a map in my notebook, on which I can note things I want to come back and document, and add new things as I find them.
Enough preamble, on to the gear. The first two or three entries here are in strict priority order, and after that things get very fuzzy and approximate.
1. Research Notebook
Seems obvious, right? Write stuff down, make sketches, capture the info that will be difficult or impossible to recapture later from photos. I have encountered people who don’t take a physical notebook, just a laptop or tablet, and take all their notes digitally. If that works for you, may a thousand gardens grow. For me, sketching is a fundamental activity — for fixing morphology in my mind, disciplining myself to see the whole object and its parts, creating a template on which to take further explanatory notes, and capturing the caveats, stray ideas, and odd connections that surround each specimen in a quantum fuzz in my mind (temporarily in my mind, hence the need for external capture). I also write priority lists in advance of specimens to document each day, and then cross them off, add new ones, and strike out duds with wild abandon in the heat of data collection.
I do a few specific things to increase the usefulness of my notebooks:
– Label the spines and covers with the notebook titles and years. These things live on the shelf directly over my desk, and I pull them down and rifle through them constantly. I also have notebooks for university service (committees, student advising, and so on), astronomical observations, and personal journaling, so “Research” is a useful tag for me.
– Number the pages, if they’re not already numbered, use the books chronologically from front to back, and create the table of contents retrospectively as I go — a tip I got from the Bullet Journal method.
– Paste a small envelope inside the back cover, if a pouch is not already built in, to hold all kinds of ephemera — index cards, scale bars, a bandage (just in case), stickers I acquire along the way, etc.
– Affix a section of measuring tape to the outer edge of the front or back cover. I got this tip from the naturalist John Muir Laws, whose Laws Guide to Nature Drawing and Journaling is wonderfully useful and inspiring (UPDATE: that book is now covered in its own post, here). The scale-bar-permanently-affixed-to-research-notebook has been a game-changer for me. Do you know how many times I’ve accidentally left a scale bar on a museum shelf, and then gotten to my next stop and had to borrow or fabricate one? I myself lost count long ago. But never again. If I’m in a hurry, small specimens go straight onto the notebook to be photographed, like the baby apatosaurine tibia above, and the notebook itself goes into the frame with large specimens. (This comes up again — if possible, and it’s almost always possible, put the specimen label in the photo with the specimen. No reason not to, and sometimes a lifesaver later on.)

Behold the thinness of the eminently pocketable IKEA paper tape. Folding instructions, because this seems to bedevil some folks: hold up one end, fold in half by grabbing the other end and bring it up in front, then do that three more times. Finished product is 65mm long, 25.4mm wide, and about 1mm thick when folded crisply and left under a heavy book overnight.
2. Measuring tapes
I find the flexible kind much more convenient and useful than retractable metal tape measures. I like the 1-2mm thick plastic type used by tailors and fabric sellers, because they have just enough inertia to stay where I put them, or drop in a predictable fashion when draped over something sufficiently large, as when measuring midshaft circumference of a long bone.
I LOVE the little plasticized paper tapes that hang on racks, free for the taking, near the entrances of IKEA stores. I tear them off by the dozen when I go to IKEA, cram them in my pockets, fold them flat when I get home, and stash them everywhere, including in my wallet. A few specific reasons they’re great:
– Folded flat, they’re about the thickness of a credit card, so there’s just no reason to be without one. I usually have one in my wallet, another in the envelope at the back of my research notebook, a couple more stashed in my luggage, a couple more stashed in my car, desk, tookbox, nightstand, etc.
– I can write on them. Especially handy if:
– I’ve torn off a section to serve as an impromptu scale bar. Which I never hesitate to do, because they’re free and I have dozens waiting in my toolbox and desk drawers at any one time. Torn off bits also make good bookmarks, classier, more cerebral, and less implicitly gross than the traditional folded square of toilet paper.
– I give them away to folks I’m traveling with, or that I meet in my travels, and they’re usually well-received.
3. Writing instruments in various colors
Up until about 2018 my notebooks were always monochrome pen or pencil. Then I realized that color is an extremely helpful differentiator for Future Matt, so now I highlight and color-annotate willy-nilly.
4. Calipers
I borrowed the digital calipers from Colin Boisvert to get the photo up top, having forgotten my own at home. As a sauropod worker, I don’t need sub-millimeter accuracy all the time. But digital calipers have three exceedingly useful functions: measuring the thickness of very thin laminae and bony septa; measuring the internal dimensions of small fossae and foramina; and measuring the depth of fossae and of concave articular surfaces. I also have a little titanium caliper on a lanyard that goes with me most places.
5. Small brush on a carabiner
This is the newest addition to the kit. I got the idea from Matthew Mossbrucker at the Morrison Museum in Morrison, Colorado. Colin and I visited him in September, immediately before our week-long stint in the collections at Dinosaur Journey. Matthew keeps a little brush carabinered to his belt at all times, and the utility was so instantly obvious that when Colin and I rolled into Fruita later that same day, I went to the hardware store and got my own. Cheap, weighs nothing, clips to anything, compact enough to cram in a pocket, good for lab and field alike. Genius!
6. Scale bar
Yes, I have my scale-bar-enhanced research notebook and my hoarder stash of IKEA paper tapes, but good old-fashioned scale bars are still useful, and I use them constantly. And lose them constantly, hence my multiple redundant backup mechanisms.
(Aside: I can’t explain why I hold onto some objects like grim death, but let others fall through my fingers like sand grains. I’ve only lost one notebook of any kind in my entire life — set it on top of the car while packing and then drove off [grrrr] — so I have no problem investing in nice notebooks and treating them like permanent fixtures. But I can’t hang onto pens and scale bars to save my life, hence my having gravitated to Bic sticks and IKEA paper tapes.)
7. Index cards
I try to get as much information into each photograph as possible. Ideally alongside the specimen I will have:
– a scale bar at the appropriate depth of field;
– the specimen tag with the number, locality, and other pertinent info;
– my notebook open to my sketch of the specimen, for easy correlation later (I don’t do this for every single view, just the ones that I think are particularly publication-worthy, or have info I’m likely to forget later);
– anything else I might want — serial position, anatomical directions, whether the photo is part of an anaglyph pair, and so on — written on an index card, which being a standard size will itself serve as an alternate/backup scale bar.
8. Pencil case
To hold all the smaller fiddly bits you see in the photo up top. I can’t now fathom why, but I resisted getting one of these for a loooong time. I was young and foolish then. Pretty useful all the time, absolutely clutch when it’s 4:58 pm and I’m throwing stuff in bags, caught between the Scylla of working as late as possible and the Charybdis of wanting to be polite to whatever kind, patient person is facilitating my visit. That is also when the pocket in the back of the notebook comes in especially handy.

Headlamp in action, casting low-angle light on a pneumatic fossa on the tuberculum of this sauropod rib. Note also the scale bar, elevated on a specimen box to be the same depth of field, and the notebook open to my sketch of the specimen.
9. Artificial lighting
This was another very late discovery for me — I don’t think I was regularly bringing my own lights prior to 2018. For me, portable, rechargeable lighting is useful in many circumstances and absolutely critical in two: casting low-angle light to pick out subtle pneumatic features, as in the photo above, and lighting up big specimens that I don’t have the time, energy, or space to pull off the shelves, as in the photo below.
I’m particularly taken with the big orange fan/light combo. It charges using a USB-C cable, has four settings for fan speed (handy when it’s hot, humid, or just oppressively still) and three for light intensity, a rotating hook that folds flat, and a USB power-out socket for charging phones, headlamps, fitness trackers, and what have you. I use it practically every day whether I’m on the road or not.

Magnetic flashlight hanging from steel shelving to illuminate Camarasaurus cervical vertebrae in the Utah Field House collections.
Whether it’s a hook or a magnet, some kind of mechanism for suspending a light at odd heights and angles is super useful. I usually have a strong flashlight with an integral seat-belt cutter and window-smasher in the door pocket of my car, and its magnetic base makes it omnidirectionally functional in collections spaces, which are usually liberally supplied with steel in the form of shelving and cabinets.

Haplocanthosaurus CM 879 caudal 2 in left lateral view, with rolled-up paper neural canal visualizer and scale-bar-stuck-to-flashlight.
Sometimes I use a bit of blue tack to stick a scale bar to a flashlight, to create a free-standing, truly vertical scale bar that I can rapidly place at different distances from the camera. Beats leaning the scale bar against a stack of empty specimen boxes or a block of ethofoam (which in turn beats nothing at all).
What else?
USUALLY — Laptop
Not for recording notes or measurements — all of that goes into the notebook, which I scan and upload new stuff from every evening. Mostly for displaying PDFs of descriptive monographs, and hugely useful in that regard.
MAYBE — Monographs
When I have the freedom (= baggage allowance) to do so, I find it handy to bring hardcopies of descriptive monographs, both for quick reference and so I can photograph specimens alongside the illustrations. Doesn’t even have to be the same specimens, just comparable elements. In the photo above, MWC 7257, a partial sacral centrum of Allosaurus from the Mygatt-Moore Quarry, is sitting next to a plate from Madsen (1976), illustrating the same vertebra in a specimen from Cleveland Lloyd Dinosaur Quarry. Thanks to Colin Boisvert for bringing the specimen to my attention — I’ve got a longstanding thing for sacrals — and for loaning me his copy of Madsen (1976) for this photo.
OUT — Camera and tripod
I suspect that some folks will shake their heads in mute horror, but after a couple of decades of lugging dedicated cameras and tripods everywhere, I stopped. For the past few years I’ve been rolling with just my phone, which is objectively better than any dedicated camera I owned for the first half of my career. Sometimes I brace it in an ad hoc fashion against a chair or shelf or cabinet, but mostly I just shoot freehand. For my purposes, it does fine, and any minor improvements in field curvature or whatever that I’d get from a dedicated camera don’t outweigh the logistical hassle. Again: YMMV!
Over to you
So, that’s what I roll with right now. It was different six months ago, and will almost certainly be a little different six months hence, hopefully as a result of people responding to this post. With all that said: what’s in your kit?
P.S. Many thanks to Matthew Mossbrucker and Julia McHugh for their hospitality and assistance in their collections, and to Colin Boisvert for being such a great travel companion, research sounding board, and generous loaner-of-things-I’d-forgotten. The Wedel-Boisvert Morrisonpocalypse 2025 deserves more blogging.
How our week at the Carnegie Museum went
March 17, 2019
In a word, amazingly. After 6 days (counting public galleries last Sunday), 4300 photos, 55 videos, dozens of pages of notes, and hundreds of measurements, we’re tired, happy, and buzzing with new observations and ideas.
We caught up with some old friends. Here Mike is showing an entirely normal and healthy level of excitement about meeting CM 584, a specimen of Camarasaurus from Sheep Creek, Wyoming. You may recognize this view of these dorsals from Figure 9 in our 2013 PeerJ paper.
We spent an inordinate amount of time in the public galleries, checking out the mounted skeletons of Apatosaurus and Diplodocus (and Gilmore’s baby Cam, and the two tyrannosaurs, and, and…).
I had planned a trip to the Carnegie primarily to have another look at the Haplocanthosaurus holotypes, CM 572 and CM 879. I was also happy for the chance to photograph and measure these vertebrae, CM 36034, which I think have never been formally described or referred to Haplocanthosaurus. As far as I know, other than a brief mention in McIntosh (1981) they have not been published on at all. I’m planning on changing that in the near future, as part of the larger Haplocanthosaurus project that now bestrides my career like a colossus.
The real colossus of the trip was CM 555, which we’ve already blogged about a couple of times. Just laying out all of the vertebrae and logging serial changes was hugely useful.
Incidentally, in previous posts and some upcoming videos, we’ve referred to this specimen as Brontosaurus excelsus, because McIntosh (1981) said that it might belong to Apatosaurus excelsus. I was so busy measuring and photographing stuff that it wasn’t until Friday that I realized that McIntosh made that call because CM 555 is from the same locality as CM 563, now UWGM 15556, which was long thought to be Apatosaurus excelsus but which is now (i.e., Tschopp et al. 2015) referred to Brontosaurus parvus. So CM 555 is almost certainly B. parvus, not B. excelsus, and in comparing the specimen to Gilmore’s (1936) plates of CM 563, Mike and I thought they were a very good match.
Finding the tray of CM 555 cervical ribs was a huge moment. It added a ton of work to our to-do lists. First we had to match the ribs to their vertebrae. Most of them had field numbers, but some didn’t. Quite a few were broken and needed to be repaired – that’s what I’m doing in the above photo. Then they all had to be measured and photographed.
It’s amazing how useful it was to be able to reassociate the vertebrae with their ribs. We only did the full reassembly for c6, in part because it was the most complete and perfect of all of the vertebrae, and in part because we simply ran out of time. As Mike observed in his recent post, it was stunning how the apatosaurine identity of the specimen snapped into focus as soon as we could see a whole cervical vertebra put back together with all of its bits.
We also measured and photographed the limb bones, including the bite marks on the radius (above, in two pieces) and ulna (below, one piece). Those will of course go into the description.
And there WILL BE a description. We measured and photographed every element, shot video of many of them, and took pages and pages of notes. Describing even an incomplete sauropod skeleton is a big job, so don’t expect that paper this year, but it will be along in due course. CM 555 may not be the most complete Brontosaurus skeleton in the world, but our ambition is to make it the best-documented.
In the meantime, we hopefully left things better documented than they had been. All of the separate bits of the CM 555 vertebrae – the centra, arches, and cervicals ribs – now have the cervical numbers written on in archival ink (with permission from collections manager Amy Henrici, of course), so the next person to look at them can match them up with less faffing about.
We have people to thank. We had lunch almost every day at Sushi Fuku at 120 Oakland Avenue, just a couple of blocks down Forbes Avenue from the museum. We got to know the manager, Jeremy Gest, and his staff, who were unfailingly friendly and helpful, and who kept us running on top-notch food. So we kept going back. If you find yourself in Pittsburgh, check ’em out. Make time for a sandwich at Primanti Bros., too.
We owe a huge thanks to Calder Dudgeon, who took us up to the skylight catwalk to get the dorsal-view photos of the mounted skeletons (see this post), and especially to Dan Pickering, who moved pallets in collections using the forklift, and moved the lift around the mounted skeletons on Tuesday. Despite about a million ad hoc requests, he never lost patience with us, and in fact he found lots of little ways to help us get our observations and data faster and with less hassle.
Our biggest thanks go to collections manager Amy Henrici, who made the whole week just run smoothly for us. Whatever we needed, she’d find. If we needed something moved, or if we needed to get someplace, she’d figure out how to do it. She was always interested, always cheerful, always helpful. I usually can’t sustain that level of positivity for a whole day, much less a week. So thank you, Amy, sincerely. You have a world-class collection. We’re glad it’s in such good hands.
What’s next? We’ll be posting about stuff we saw and learned in the Carnegie Museum for a long time, probably. And we have manuscripts to get cranking on, some of which were already gestating and just needed the Carnegie visit to push to completion. As always, watch this space.
References
- McIntosh JS. 1981. Annotated catalogue of the dinosaurs (Reptilia, Archosauria) in the collections of Carnegie Museum of Natural History. Bulletin of Carnegie Museum of Natural History 18:1-67
- (2015) A specimen-level phylogenetic analysis and taxonomic revision of Diplodocidae (Dinosauria, Sauropoda) PeerJ3:e857 https://dx.doi.org/10.7717/peerj.857
I found myself needing a checklist so that I could make sure I’d updated all the various web-pages that needed tweaking after the Haestasaurus paper came out. Then I thought others might find it useful for when they have new papers. So here it is.
- Update my online publications list.
- Update my University of Bristol IR page. (Note to self: start here.)
- Create a new page about paper in the SV-POW! sidebar.
- Add the full-resolution figures to the sidebar page.
- Write a blog-post on SV-POW!
- Update my ORCID page.
- Update my LinkedIn page.
- Mendeley, if you do it (I don’t).
- ResearchGate, if you do it (I don’t).
- Academia.edu, if you do it (I don’t).
- Keep an eye on the new taxon’s Wikipedia page (once it exists).
- Add the paper to the Paleobiology Database (or ask someone to do it for you if you’re not authorised). [Credit: Jon Tennant]
- Tweet about it! [Credit: Matt Hodgkinson], ideally not just a single tweet but a thread that summarises why the paper is interesting.
- Update Google Scholar, if it doesn’t pick up on the publication on its own [Credit: Christopher Taylor]
- Post on Facebook [Credit: Andy Farke]
- Send PDF to the institution that hosts the material [Credit: Andy Farke]
- Email colleagues who might be interested [Credit: Andy Farke]
- Email everyone who you mentioned in the acknowledgements or cited a personal communication from.
- Update any personal records you keep of submission/review/revision/acceptance/publication dates.
- Write short popular language account for your institution if applicable [Credit: Andy Farke]
- Submit any silhouettes to PhyloPic [Credit: Mike Keesey]
Have I forgotten any?
I think I have now completed all these tasks for the Haestasaurus paper. And a right pain it was, entering the same new paper in SV-POW!, my own list, the Bristol IR, the ORCID page and LinkedIn.
The IR was definitely by far the clumsiest — it took ages, and many different screens, before I was done. I kind of expected that (it turns out that PURE, which is what Bristol’s IR uses, is supplied by Elsevier, so supply your own punchline). But what really disappointed me was the clumsiness of having to enter all the details by hand yet again when I got to ORCID. Why couldn’t I just enter the DOI and let it fill in the rest?
You would think that ORCID, of all people, would appreciate the value of referring to things by unique IDs!
The giant Oklahoma Apatosaurus: OMNH 1670 redux
April 30, 2012
In the recent post on OMNH 1670, a dorsal vertebra of a giant Apatosaurus from the Oklahoma panhandle, I half-promised to post the only published figure of this vertebra, from Stovall (1938: fig. 3.3). So here it is:
And in the second comment on that post, I promised a sketch from one of my notebooks, showing how much of the vertebra is reconstructed. Here’s a scan of the relevant page from my notebook. Reconstructed areas of the vert are shaded (confusingly, using strokes going in opposite directions on the spine and centrum, and the dark shaded areas on the front of the transverse processes are pneumatic cavities), and measurements are given in mm.
Next item: is this really a fifth dorsal vertebra?

Apatosaurus louisae CM 3018 D4 and D5, in anterior (top), left lateral, and posterior views, from Gilmore (1936: plate 25).
Here are D4 and D5 of A. louisae CM 3018. They sort of bracket OMNH 1670 in terms of morphology. D4 has a broader spine, and D5 has a narrower one. The spine of D5 lacks the slight racquet-shaped expansion seen in OMNH 1670, but the overall proportions of the spine are more similar. On the other hand, the transverse processes of D4 taper a bit in anterior and posterior view, as in OMNH 1670, and unlike the transverse processes of D5 with their more parallel dorsal and ventral margins. But honestly, neither of these verts is a very good match (and the ones on either side, D3 and D6, are even worse).

Apatosaurus parvus UWGM 15556 (formerly A. excelsus CM 563) D4 (left) and D3 (right) in anterior (top), right lateral, and posterior views, from Gilmore (1936: plate 32).
Here are D3 and D4 of A. parvus UWGM 15556. D3 is clearly a poor match as well–it is really striking how much the vertebral morphology changes through the anterior dorsals in most sauropods, and Apatosaurus is no exception. D3 looks like a dorsal in lateral view, but in anterior or posterior view it could almost pass for a posterior cervical. If I was going to use the term “cervicodorsal”, indicating one of the vertebrae from the neck/trunk transition, I would apply it as far back as D3, but not to D4. That thing is all dorsal.
And it’s a very interesting dorsal from the perspective of identifying OMNH 1670. It has fairly short, tapering transverse processes. The neural spine is a bit shorter and broader, but it has a similar racquet-shaped distal expansion. I’m particularly intrigued by the pneumatic fossae inscribed into the anterior surface of the neural spine–in Gilmore’s plate they make a broken V shapen, like so \ / (or maybe devil eyes). Now, OMNH 1670 doesn’t have devil eyes on its spine, but it does have a couple of somewhat similar pneumatic fossae cut into the spine just below the distal racquet–perhaps a serially modified iteration of the same pair of fossae as in the A. parvus D4. It’s a right sod that D5 from this animal has its spine blown off–but it still has its transverse processes, and they are short and tapering as in OMNH 1670.
Here are all the dorsals and the first couple sacrals of FMNH P25112, which was originally described as A. excelsus but in the specimen-level analysis of Upchurch et al. 2005) comes out as the sister taxon to the A. ajax/A. parvus/A. excelsus clade. Note the striking similarity of the D5 here with D4 of the A. parvus specimen in Gilmore’s plate (until the careful phylogenetic work up Upchurch et al. 2005, that A. parvus specimen, once CM 563 and now UWGM 15556, was considered to represent A. excelsus as well). But also notice the striking similarity of D6 to OMNH 1670. It’s not quite a dead ringer–the transverse processes are longer and have weird bent-down “wingtips” (XB-70 Valkyrie, anyone?)–but it’s pretty darned close, especially in the shape of the neural spine.
So what does this all mean? First, that trying to specify the exact serial position of an isolated vertebra is nigh on to impossible, unless it’s something that is one-of-a-kind like an axis. Second, after doing all these comparos I think it’s unlikely that OMNH 1670 is a D4–those are a bit too squat across the board–but it could plausibly be either a D5 or a D6. Third, I’m really happy that it doesn’t seem to match any particular specimen better than all the rest. What I don’t want to happen is for someone to see that this vertebra looks especially like specimen X and therefore decide that it must represent species Y. As I said in the comments of the previous post, what this Oklahoma Apatosaurus material needs is for someone to spend some quality time seeing, measuring, and photographing all of it and then doing a phylogenetic analysis. That sounds like an ambitious master’s thesis or the core of a dissertation, and I hope an OU grad student takes it on someday.
If you were intrigued by my suggestion that the big Oklahoma Apatosaurus rivalled Supersaurus in size, and wanted to see a technical comparison of the two, I am happy to report that Scott Hartman has done the work for you. Here’s one of his beautiful Apatosaurus skeletal reconstructions, scaled to the size of OMNH 1670, next to his Supersaurus silhouette. This is just a small teaser–go check out his post on the subject for a larger version and some interesting (and funny) thoughts on how the two animals compare.
References
- Gilmore, C.W. 1936. Osteology of Apatosaurus with special reference to specimens in the Carnegie Museum. Memoirs of the Carnegie Museum 11:175-300.
- Riggs, E.S. 1903. Structure and relationships of opisthocoelian dinosaurs, part I: Apatosaurus Marsh. Field Columbian Museum Publications, Geological Series 2(4): 165–196.
- Stovall, J.W. 1938. The Morrison of Oklahoma and its dinosaurs. Journal of Geology 46:583-600.






























